Home » Author Archive

Image for Short Interest in Dell Technologies Inc. (NYSE:DELL) Increases By 13.2%

Short Interest in Dell Technologies Inc. (NYSE:DELL) Increases By 13.2%

Dell Technologies Inc. (NYSE:DELL – Get Free Report) was the recipient of a significant growth in short interest during the month of December. As of December 31st, there was short interest totalling 13,280,000 shares, a growth... More of this article »
Image for Corundum Group Inc. Cuts Position in Nuveen ESG Small-Cap ETF (BATS:NUSC)

Corundum Group Inc. Cuts Position in Nuveen ESG Small-Cap ETF (BATS:NUSC)

Corundum Group Inc. decreased its stake in Nuveen ESG Small-Cap ETF (BATS:NUSC – Free Report) by 1.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Image for Purus Wealth Management LLC Has $1.86 Million Stock Position in First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR)

Purus Wealth Management LLC Has $1.86 Million Stock Position in First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR)

Purus Wealth Management LLC reduced its holdings in First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR – Free Report) by 1.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Penn Davis Mcfarland Inc. Sells 500 Shares of iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT)

Penn Davis Mcfarland Inc. Sells 500 Shares of iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT)

Penn Davis Mcfarland Inc. decreased its holdings in iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT – Free Report) by 16.7% in the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Image for SFG Wealth Management LLC. Purchases 133 Shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

SFG Wealth Management LLC. Purchases 133 Shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

SFG Wealth Management LLC. raised its position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 3.2% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 4,337 shares... More of this article »
Image for Vanguard Short-Term Bond ETF (NYSEARCA:BSV) Shares Sold by True Link Financial Advisors LLC

Vanguard Short-Term Bond ETF (NYSEARCA:BSV) Shares Sold by True Link Financial Advisors LLC

True Link Financial Advisors LLC lessened its holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 11.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Client 1ST Advisory Group LLC Purchases New Shares in Invesco QQQ (NASDAQ:QQQ)

Client 1ST Advisory Group LLC Purchases New Shares in Invesco QQQ (NASDAQ:QQQ)

Client 1ST Advisory Group LLC acquired a new position in Invesco QQQ (NASDAQ:QQQ – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Image for Invesco QQQ (NASDAQ:QQQ) Shares Sold by Platt Investment Counsel LLC

Invesco QQQ (NASDAQ:QQQ) Shares Sold by Platt Investment Counsel LLC

Platt Investment Counsel LLC lessened its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 13.7% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Image for VanEck Morningstar Wide Moat ETF (BATS:MOAT) Shares Sold by McCarthy & Cox

VanEck Morningstar Wide Moat ETF (BATS:MOAT) Shares Sold by McCarthy & Cox

McCarthy & Cox decreased its stake in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 3.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Innovator U.S. Small Cap Power Buffer ETF – April (BATS:KAPR) Shares Purchased by Maltin Wealth Management Inc.

Innovator U.S. Small Cap Power Buffer ETF – April (BATS:KAPR) Shares Purchased by Maltin Wealth Management Inc.

Maltin Wealth Management Inc. grew its position in shares of Innovator U.S. Small Cap Power Buffer ETF – April (BATS:KAPR – Free Report) by 23.7% in the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
Image for FT Vest International Equity Moderate Buffer ETF – June (BATS:YJUN) Shares Sold by Maltin Wealth Management Inc.

FT Vest International Equity Moderate Buffer ETF – June (BATS:YJUN) Shares Sold by Maltin Wealth Management Inc.

Maltin Wealth Management Inc. trimmed its position in shares of FT Vest International Equity Moderate Buffer ETF – June (BATS:YJUN – Free Report) by 0.6% during the fourth quarter, according to the company in its most... More of this article »
Image for Strong Tower Advisory Services Purchases 233 Shares of Eaton Co. plc (NYSE:ETN)

Strong Tower Advisory Services Purchases 233 Shares of Eaton Co. plc (NYSE:ETN)

Strong Tower Advisory Services raised its position in shares of Eaton Co. plc (NYSE:ETN – Free Report) by 3.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for UMB Bank n.a. Has $34.25 Million Holdings in Linde plc (NASDAQ:LIN)

UMB Bank n.a. Has $34.25 Million Holdings in Linde plc (NASDAQ:LIN)

UMB Bank n.a. trimmed its position in shares of Linde plc (NASDAQ:LIN – Free Report) by 1.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for CSX Co. (NASDAQ:CSX) Shares Sold by Community Bank of Raymore

CSX Co. (NASDAQ:CSX) Shares Sold by Community Bank of Raymore

Community Bank of Raymore trimmed its stake in CSX Co. (NASDAQ:CSX – Free Report) by 18.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 42,390 shares of the transportation... More of this article »
Image for Trueblood Wealth Management LLC Acquires 1,403 Shares of Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI)

Trueblood Wealth Management LLC Acquires 1,403 Shares of Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI)

Trueblood Wealth Management LLC increased its stake in shares of Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI – Free Report) by 31.0% during the 4th quarter, according to its most recent Form 13F filing with... More of this article »
Image for NIKE, Inc. (NYSE:NKE) Shares Bought by Sarasin & Partners LLP

NIKE, Inc. (NYSE:NKE) Shares Bought by Sarasin & Partners LLP

Sarasin & Partners LLP increased its stake in NIKE, Inc. (NYSE:NKE – Free Report) by 25.6% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Sold by Clarius Group LLC

iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Sold by Clarius Group LLC

Clarius Group LLC decreased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.3% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 2,289 shares of the... More of this article »
Image for Uncommon Cents Investing LLC Has $2.19 Million Stake in Zimmer Biomet Holdings, Inc. (NYSE:ZBH)

Uncommon Cents Investing LLC Has $2.19 Million Stake in Zimmer Biomet Holdings, Inc. (NYSE:ZBH)

Uncommon Cents Investing LLC reduced its stake in shares of Zimmer Biomet Holdings, Inc. (NYSE:ZBH – Free Report) by 2.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Sara Bay Financial Has $421,000 Holdings in Alphabet Inc. (NASDAQ:GOOG)

Sara Bay Financial Has $421,000 Holdings in Alphabet Inc. (NASDAQ:GOOG)

Sara Bay Financial increased its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 9.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Johnson & Johnson (NYSE:JNJ) Stock Position Boosted by HB Wealth Management LLC

Johnson & Johnson (NYSE:JNJ) Stock Position Boosted by HB Wealth Management LLC

HB Wealth Management LLC grew its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 1.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Willner & Heller LLC Lowers Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Willner & Heller LLC Lowers Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Willner & Heller LLC lessened its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 5.0% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Image for iShares National Muni Bond ETF (NYSEARCA:MUB) Shares Sold by Successful Portfolios LLC

iShares National Muni Bond ETF (NYSEARCA:MUB) Shares Sold by Successful Portfolios LLC

Successful Portfolios LLC trimmed its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 9.6% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 2,110 shares of... More of this article »
Image for Thrive Wealth Management LLC Sells 1,036 Shares of Amphenol Co. (NYSE:APH)

Thrive Wealth Management LLC Sells 1,036 Shares of Amphenol Co. (NYSE:APH)

Thrive Wealth Management LLC lowered its stake in shares of Amphenol Co. (NYSE:APH – Free Report) by 6.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for AT&T Inc. (NYSE:T) Shares Acquired by Community Bank of Raymore

AT&T Inc. (NYSE:T) Shares Acquired by Community Bank of Raymore

Community Bank of Raymore boosted its position in AT&T Inc. (NYSE:T – Free Report) by 2.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Financial Freedom LLC Increases Stock Holdings in Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ)

Financial Freedom LLC Increases Stock Holdings in Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ)

Financial Freedom LLC raised its stake in Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Free Report) by 12.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Access Financial Services Inc. Has $355,000 Stock Holdings in Nuveen Municipal Value Fund, Inc. (NYSE:NUV)

Access Financial Services Inc. Has $355,000 Stock Holdings in Nuveen Municipal Value Fund, Inc. (NYSE:NUV)

Access Financial Services Inc. lifted its holdings in Nuveen Municipal Value Fund, Inc. (NYSE:NUV – Free Report) by 27.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 41,341 shares... More of this article »
Image for JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) is Scott Capital Advisors LLC’s 10th Largest Position

JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) is Scott Capital Advisors LLC’s 10th Largest Position

Scott Capital Advisors LLC raised its stake in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 0.2% in the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for Short Interest in Beyond Meat, Inc. (NASDAQ:BYND) Expands By 13.0%

Short Interest in Beyond Meat, Inc. (NASDAQ:BYND) Expands By 13.0%

Beyond Meat, Inc. (NASDAQ:BYND – Get Free Report) was the recipient of a significant growth in short interest in December. As of December 31st, there was short interest totalling 31,170,000 shares, a growth of 13.0% from the... More of this article »
Image for RioCan Real Estate Investment Trust (RIOCF) to Issue Dividend of $0.06 on  February 7th

RioCan Real Estate Investment Trust (RIOCF) to Issue Dividend of $0.06 on February 7th

RioCan Real Estate Investment Trust (OTCMKTS:RIOCF – Get Free Report) announced a dividend on Saturday, January 18th,investing.com reports. Stockholders of record on Monday, February 3rd will be given a dividend of 0.0645 per... More of this article »
Image for Analysts Set Rio Tinto Group (NYSE:RIO) PT at $73.00

Analysts Set Rio Tinto Group (NYSE:RIO) PT at $73.00

Shares of Rio Tinto Group (NYSE:RIO – Get Free Report) have been given an average recommendation of “Moderate Buy” by the eight research firms that are presently covering the company, Marketbeat.com reports. Four... More of this article »
Image for Artemis Investment Management LLP Sells 355,650 Shares of Freeport-McMoRan Inc. (NYSE:FCX)

Artemis Investment Management LLP Sells 355,650 Shares of Freeport-McMoRan Inc. (NYSE:FCX)

Artemis Investment Management LLP reduced its holdings in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 58.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for iShares U.S. Home Construction ETF (BATS:ITB) Shares Sold by FOCUS Wealth Advisors LLC

iShares U.S. Home Construction ETF (BATS:ITB) Shares Sold by FOCUS Wealth Advisors LLC

FOCUS Wealth Advisors LLC lowered its stake in shares of iShares U.S. Home Construction ETF (BATS:ITB – Free Report) by 1.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Image for Wooster Corthell Wealth Management Inc. Has $708,000 Stock Position in iShares Government/Credit Bond ETF (NYSEARCA:GBF)

Wooster Corthell Wealth Management Inc. Has $708,000 Stock Position in iShares Government/Credit Bond ETF (NYSEARCA:GBF)

Wooster Corthell Wealth Management Inc. lowered its position in shares of iShares Government/Credit Bond ETF (NYSEARCA:GBF – Free Report) by 2.7% in the fourth quarter, according to the company in its most recent 13F filing... More of this article »
Image for Diversify Wealth Management LLC Grows Stock Holdings in Airbnb, Inc. (NASDAQ:ABNB)

Diversify Wealth Management LLC Grows Stock Holdings in Airbnb, Inc. (NASDAQ:ABNB)

Diversify Wealth Management LLC lifted its stake in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 52.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for Visa Inc. (NYSE:V) Shares Sold by WealthBridge Investment Counsel Inc.

Visa Inc. (NYSE:V) Shares Sold by WealthBridge Investment Counsel Inc.

WealthBridge Investment Counsel Inc. lowered its stake in Visa Inc. (NYSE:V – Free Report) by 1.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for iShares U.S. Technology ETF (NYSEARCA:IYW) Shares Bought by Financial Freedom LLC

iShares U.S. Technology ETF (NYSEARCA:IYW) Shares Bought by Financial Freedom LLC

Financial Freedom LLC raised its holdings in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 4.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for The PNC Financial Services Group, Inc. (NYSE:PNC) Holdings Reduced by LVW Advisors LLC

The PNC Financial Services Group, Inc. (NYSE:PNC) Holdings Reduced by LVW Advisors LLC

LVW Advisors LLC decreased its position in The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 5.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Deere & Company (NYSE:DE) Shares Acquired by Mechanics Bank Trust Department

Deere & Company (NYSE:DE) Shares Acquired by Mechanics Bank Trust Department

Mechanics Bank Trust Department increased its holdings in shares of Deere & Company (NYSE:DE – Free Report) by 23.8% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for DEXUS (OTCMKTS:DEXSF) Sees Significant Increase in Short Interest

DEXUS (OTCMKTS:DEXSF) Sees Significant Increase in Short Interest

DEXUS (OTCMKTS:DEXSF – Get Free Report) was the target of a large increase in short interest in the month of December. As of December 31st, there was short interest totalling 3,456,500 shares, an increase of 13.5% from the December... More of this article »
Image for Jackson Square Capital LLC Boosts Holdings in Visa Inc. (NYSE:V)

Jackson Square Capital LLC Boosts Holdings in Visa Inc. (NYSE:V)

Jackson Square Capital LLC raised its position in Visa Inc. (NYSE:V – Free Report) by 7.6% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 10,853 shares of the credit-card processor’s... More of this article »
Image for Global Wealth Management LLC Buys New Position in United States Oil Fund LP (NYSEARCA:USO)

Global Wealth Management LLC Buys New Position in United States Oil Fund LP (NYSEARCA:USO)

Global Wealth Management LLC bought a new stake in shares of United States Oil Fund LP (NYSEARCA:USO – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for HEXPOL AB (publ) (OTCMKTS:HXPLF) Sees Large Growth in Short Interest

HEXPOL AB (publ) (OTCMKTS:HXPLF) Sees Large Growth in Short Interest

HEXPOL AB (publ) (OTCMKTS:HXPLF – Get Free Report) was the recipient of a large increase in short interest in December. As of December 31st, there was short interest totalling 30,300 shares, an increase of 11.0% from the December... More of this article »
Image for City Holding Co. Boosts Stake in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)

City Holding Co. Boosts Stake in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)

City Holding Co. boosted its holdings in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 19.7% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Deere & Company (NYSE:DE) Stake Lessened by City Holding Co.

Deere & Company (NYSE:DE) Stake Lessened by City Holding Co.

City Holding Co. decreased its holdings in shares of Deere & Company (NYSE:DE – Free Report) by 3.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Pfizer Inc. (NYSE:PFE) Shares Purchased by Aaron Wealth Advisors LLC

Pfizer Inc. (NYSE:PFE) Shares Purchased by Aaron Wealth Advisors LLC

Aaron Wealth Advisors LLC raised its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 18.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Image for Ellsworth Advisors LLC Raises Stake in Bank of America Co. (NYSE:BAC)

Ellsworth Advisors LLC Raises Stake in Bank of America Co. (NYSE:BAC)

Ellsworth Advisors LLC increased its stake in shares of Bank of America Co. (NYSE:BAC – Free Report) by 8.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 47,546 shares of the... More of this article »
Image for Blackstone Inc. (NYSE:BX) is Ellsworth Advisors LLC’s 6th Largest Position

Blackstone Inc. (NYSE:BX) is Ellsworth Advisors LLC’s 6th Largest Position

Ellsworth Advisors LLC reduced its position in shares of Blackstone Inc. (NYSE:BX – Free Report) by 1.5% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH) Shares Bought by Successful Portfolios LLC

Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH) Shares Bought by Successful Portfolios LLC

Successful Portfolios LLC lifted its holdings in shares of Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) by 9.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Grove Bank & Trust Acquires 290 Shares of Duke Energy Co. (NYSE:DUK)

Grove Bank & Trust Acquires 290 Shares of Duke Energy Co. (NYSE:DUK)

Grove Bank & Trust lifted its holdings in Duke Energy Co. (NYSE:DUK – Free Report) by 5.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Biodesix, Inc. (NASDAQ:BDSX) Short Interest Update

Biodesix, Inc. (NASDAQ:BDSX) Short Interest Update

Biodesix, Inc. (NASDAQ:BDSX – Get Free Report) was the target of a large drop in short interest in December. As of December 31st, there was short interest totalling 836,600 shares, a drop of 7.4% from the December 15th total... More of this article »